Sector Expert: Paul Renken

VSA Capital

Image: Paul Renken

Paul Renken is the chief geologist and mining analyst with VSA Capital and has a broad range of experience in various aspects of the mining and minerals business. He began his career as a geologist for Canadian junior resource companies in the Western United States. Owning a stake in a private consulting firm as vice president of exploration, Renken searched for various base metals, precious metals and industrial minerals. In the U.K., he worked in the equity market media outlets of Digitallook and Hemscott before joining VSA in 2006.



Recent Interviews

VSA Capital's Paul Renken: Gold and Lithium Companies that Are Sizzling Hot (3/7/16)
SPDR Gold Trust One-Year Chart

There wasn't much sizzle in the gold equities space in recent years, but that has recently changed. Paul Renken, chief geologist and analyst with London-based VSA Capital, says the recent uptick in the gold price—which he says should stay near current levels for a while—will boost the margins of already profitable gold producers. Renken is even more bullish on lithium, while remaining optimistic about uranium. In this interview with The Gold Report, Renken provides the gold, lithium and uranium names with sizzle.

A Year of Tips for Winning the Natural Resource Investment War (12/29/15)
FissionAtha580

Energy investors are no strangers to boom-and-bust cycles. In fact, a number of the experts interviewed by The Energy Report in 2015 took a certain amount of glee in the opportunities they knew would open up in low-price markets for oil and gas, uranium and lithium. Let's take a trip around the world as we recall the words of wisdom these experts shared, and see if they can spark a better understanding of what we can expect during the next turn around the sun.

Is There a Bright Spot in Commodities? Ask Paul Renken (11/10/15)
Bright Idea Blue

Demand for commodities is in the doldrums, but the fundamentals of uranium and lithium are favorable when compared with other materials, says Paul Renken, mining analyst for VSA Capital Ltd. In this interview with The Energy Report, Renken notes that rising demand for batteries will soon exert pressure on lithium production capacity and that well-placed uranium juniors are in position to meet demand from nuclear power plants now in development. Investors must be patient, but diligent selection will be rewarded.

Recent Quotes

"FCU's recent drill results show mineralized extensions to the southwest and northeast on the R600W zone."

The Gold Report Interview with Paul Renken (3/7/16)
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"NMX probably has the deposit in North America farthest along the path to deliver battery-grade lithium."

The Gold Report Interview with Paul Renken (3/7/16)
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"The new resource NexGen released last week of circa 200 Mlb U3O8 is a reflection of just how big the system probably is."

The Gold Report Interview with Paul Renken (3/7/16)
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"NMX recently received the Canadian patent on a hydrolysis process and has already shown that it can directly produce a lithium hydroxide."

The Energy Report Interview with Paul Renken (11/10/15)
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"FCU has probably the highest-grade unmined uranium deposit in the world that isn't controlled by a major uranium producer."

The Energy Report Interview with Paul Renken (11/10/15)
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"NXE is one to follow on the exploration front."

The Energy Report Interview with Paul Renken (11/10/15)
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"DSF produces coarse phosphate for the local agricultural market; that preserves its margins."

The Energy Report Interview with Paul Renken (6/23/15)
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"The mineralization is shallow at FCU's Triple R and amenable to mining."

The Energy Report Interview with Paul Renken (6/23/15)
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"If NMX can produce lithium hydroxide in a single step, which so far seems possible, it would be quite competitive with other producers."

The Energy Report Interview with Paul Renken (6/23/15)
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"NXE has proven that the same feature mineralized on FCU's ground is mineralized with high-grade uranium on its ground."

The Energy Report Interview with Paul Renken (6/23/15)
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"CCE is developing its Ashram REE deposit in far northern Québec."

The Gold Report Interview with Paul Renken (6/22/15)
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"SYR's Balama graphite and vanadium deposit is so large it could produce all the graphite needed in the world for the next 100 years."

The Gold Report Interview with Paul Renken (6/22/15)
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"FVI has outperformed its production guidance in the two recent quarters."

The Mining Report Interview with Paul Renken (12/16/14)
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"NMX's Whabouchi is a deposit that's simple to mine and process."

The Mining Report Interview with Paul Renken (12/16/14)
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"AAZ and spinoff company Fission 3.0 are in joint venture on the property immediately north of Patterson Lake South."

The Gold Report Interview with Paul Renken (7/28/14)
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"A darling among uranium investors over the past couple of years is FCU."

The Gold Report Interview with Paul Renken (7/28/14)
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"LGO's large Maracás iron-vanadium project in Brazil is in the commercial ramp-up stage."

The Gold Report Interview with Paul Renken (7/28/14)
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"Metallurgical testing on MKA's REE deposit in Malawi suggests that it should be fairly easy to process with relatively high rates of recovery."

The Gold Report Interview with Paul Renken (7/28/14)
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